About the role
The role / impact The Sales Operations Lead is a pivotal role dedicated to driving Xero’s growth within the US market by ensuring our sales operations are efficient, compliant, and strategically aligned. You will lead critical efforts in sales forecasting, territory management, and segmentation models that directly contribute to our mission of making small business more beautiful. By serving as the focal point for reporting and sales queries, you will implement streamlined processes and quarterly improvement projects. Your work ensures that our sales leadership has the insights and operational integrity needed to achieve revenue targets and deepen engagement across our key partner segments.
The team / how they connect You will join a talented Sales Operations team, working closely alongside a Senior Sales Operations Analyst and reporting to the Head of Sales Operations. This collaborative group functions as a bridge between Sales and Finance, tapping into global expertise to land local initiatives that enhance our service offering.
The team is currently working on / Initially, you will focus on Designing and executing business strategies for the US partner channel to ensure profitable and efficient operations. Managing the accuracy of weekly, quarterly, and annual sales forecasting data to support long-term strategic goals. Refining the frequency-based partner segmentation model to enhance performance insights and decision-making. Supporting the implementation and team-wide utilisation of Salesforce to drive data-led sales excellence. Where and how you can work Xero supports a hybrid working model that balances the flexibility of remote work with the connection of in-office collaboration. Our US offices serve as hubs for "boost days" and team gatherings, and we will discuss the specific expectations for your location and territory during the recruitment process. Here are some of the things we are looking for You bring extensive knowledge of the sales cycle and a proven ability to optimise operations for maximum efficiency. A deep proficiency in Salesforce and CRM tools is essential for your success in managing complex data and reporting. You possess a growth mindset and the ability to transform complicated metrics into actionable business insights. Your collaborative approach allows you to work cross-functionally and lead change initiatives that drive adoption across the organisation. You will have a commitment to data accuracy and a sharp eye for detail when managing territory strategies and performance metrics. Bringing a problem-solving lens helps you identify operational challenges and implement innovative, scalable solutions. At Xero, we value the impact and skills you bring to
